Anic Equity¶
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Total return since start: 0.692 %¶
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Equity now: -----------------------------> 51669.71 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48470.65 Kr¶
PnL: ---------------------------------------> -616.92 Kr¶
DD now: ---------------------------------> -0.529 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 17:07:00.716109'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | -1.280000 | 772.000000 | 99.000000 | 14.710000 | 673.000000 |
| Fasadgruppen Group | 38 | 2.590000 | 4218.000000 | 77.000000 | 1.860000 | 4140.999992 |
| Nordea Bank Abp | 29 | -0.300000 | 3524.660000 | 70.660000 | 2.050000 | 3453.999992 |
| MedCap | 2 | 0.430000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| SAAB B | 8 | -0.330000 | 3416.000000 | 39.000000 | 1.150000 | 3377.000000 |
| HEBA B | 70 | -1.800000 | 2674.000000 | 38.000000 | 1.440000 | 2636.000010 |
| Swedbank A | 3 | 1.830000 | 601.800000 | 37.800000 | 6.700000 | 564.000000 |
| Resurs Holding | 22 | 0.430000 | 611.600000 | 37.600000 | 6.550000 | 573.999998 |
| AcadeMedia | 12 | -0.690000 | 590.400000 | 33.400000 | 6.000000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.020000 | 379.200000 | 24.200000 | 6.820000 | 355.000000 |
| Intrum | 4 | 0.440000 | 541.800000 | 14.800000 | 2.810000 | 527.000000 |
| OEM International B | 7 | -1.400000 | 541.100000 | 13.100000 | 2.480000 | 527.999997 |
| Norva24 Group | 16 | -0.350000 | 553.280000 | 10.280000 | 1.890000 | 543.000000 |
| Eastnine | 4 | -0.630000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | -0.500000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.450000 | 533.600000 | 1.600000 | 0.300000 | 532.000000 |
| Securitas B | 6 | -1.390000 | 571.080000 | 1.080000 | 0.190000 | 570.000000 |
| Creaspac SPAC | 6 | -0.520000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.490000 | 245.520000 | -0.480000 | -0.200000 | 246.000000 |
| Handelsbanken A | 5 | 0.320000 | 545.000000 | -1.000000 | -0.180000 | 546.000000 |
| Midsona B | 63 | -3.280000 | 575.820000 | -7.180000 | -1.230000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.180000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| Corem Property Group B | 59 | -2.640000 | 566.110000 | -10.890000 | -1.890000 | 576.999999 |
| Boozt | 12 | -0.880000 | 1630.800000 | -23.200000 | -1.400000 | 1653.999996 |
| Essity B | 2 | -0.650000 | 546.400000 | -27.600000 | -4.810000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.020000 | 559.000000 | -35.570000 | -5.980000 | 594.565215 |
| CTEK | 13 | -1.900000 | 496.860000 | -37.140000 | -6.960000 | 533.999999 |
| Essity A | 4 | -0.900000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Vivesto | 1368 | -1.250000 | 560.610000 | -52.390000 | -8.550000 | 612.999432 |
| Beijer Electronics Group | 27 | -0.710000 | 3018.600000 | -65.400000 | -2.120000 | 3083.999994 |
| OX2 | 22 | -0.770000 | 1768.360000 | -220.640000 | -11.090000 | 1989.000002 |
| Axfood | 15 | 0.370000 | 4060.500000 | -239.500000 | -5.570000 | 4300.000005 |
| Ovzon | 64 | -2.220000 | 3379.200000 | -616.800000 | -15.440000 | 3996.000000 |
| TOTAL | 48470.650000 | -616.920000 | -0.52878% | 49087.564636 |
Updated:¶
'2023-01-31 17:07:14.126662'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
